BETA

RAFFERTY FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
RAFFERTY FAMILY PRIVATE FOUNDATION (EIN 27-6590504)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-08-20
IRS object ID
202012339349100006
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-08-20T10:34:23-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN452604562PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE BRELIA GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 PALMER AVENUEAddressLine1Txt
CityLARCHMONTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10538ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276590504EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RAFFERTY FAMILY PRIVATE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRAFFBusinessNameControlTxt
Phone9147770622PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1522 PROSPECT AVENUEAddressLine1Txt
CityMAMARONECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10543ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN RAFFERTYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9147770622PhoneNum
Signature2020-07-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMY BRELIAPreparerPersonNm
PTINP00176939PTIN
Phone9148343488PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$879,746FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$141InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$141InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,482DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,482DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$59,289NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,893,414GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$59,289CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$78,912TotalRevAndExpnssAmt
Total Net Invst Incm$78,912TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$6,880OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,880OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,606TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$275OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$275OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,761TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,155TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$54,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$54,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$64,761TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,155TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$54,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$14,151ExcessRevenueOverExpensesAmt
Net Investment Income$71,757NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$20,198SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$26,318SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$26,318SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$472RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$472RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$472RcvblFromOfficersEOYFMVAmt
Corporate Stock BOY$789,619CorporateStockBOYAmt
Corporate Stock EOY$814,920CorporateStockEOYAmt
Corporate Stock EOYFMV$852,956CorporateStockEOYFMVAmt
Total Assets BOY$810,289TotalAssetsBOYAmt
Total Assets EOY$841,710TotalAssetsEOYAmt
Total Assets EOYFMV$879,746TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$810,289RetainedEarningBOYAmt
Retained Earning EOY$841,710RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$810,289TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$841,710TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$810,289TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$841,710TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$810,289TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$14,151ExcessRevenueOverExpensesAmt
Other Increases$48,306OtherIncreasesAmt
Subtotal$872,746SubtotalAmt
Other Decreases$31,036OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$841,710TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH-O4P512019-01-012018-12-31$1,643,141$1,605,917$37,224$37,224
MERRILL LYNCH-O4P512008-01-012018-12-31$250,273$228,208$22,065$22,065
FieldValueIRS element (for citing)
Capital Gain Net Income$59,289CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$15,400AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$805,996NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.019107DistributionYr1Rt
Adjusted Qlfy Distri Yr2$60,576AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$761,531NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.079545DistributionYr2Rt
Adjusted Qlfy Distri Yr3$92,437AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$731,768NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.126320DistributionYr3Rt
Adjusted Qlfy Distri Yr4$108,113AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$862,221NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.125389DistributionYr4Rt
Adjusted Qlfy Distri Yr5$160,363AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$980,347NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.163578DistributionYr5Rt
Total Distribution0.513939TotalDistributionRt
Average Distribution0.102788AverageDistributionRt
Net Vl Noncharitable Assets$819,751NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$84,261AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$718NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$84,979AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$54,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,435InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,435SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,435TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,520EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,520TotalPaymentsAndCreditsAmt
Es Penalty$6EsPenaltyAmt
Overpayment$1,079OverpaymentAmt
Applied To ES Tax$1,079AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone9147770622PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1522 PROSPECT AVENUEAddressLine1Txt
CityMAMARONECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10543ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRIAN RAFFERTY
522 PROSPECT AVENUEMAMARONECKNY10543TRUSTEE5.00$0$0$0
HELEN RAFFERTY
522 PROSPECT AVENUEMAMARONECKNY10543TRUSTEE5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$807,470AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,765AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$832,235TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$832,235AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,484CashDeemedCharitableAmt
Net Vl Noncharitable Assets$819,751NetVlNoncharitableAssetsAmt
Minimum Investment Return$40,988MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$40,988MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,435TaxBasedOnInvestmentIncomeAmt
Total Tax$1,435TotalTaxAmt
Distributable Before Adj$39,553DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$39,553DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$39,553DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$54,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$54,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$54,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$39,553DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$113,684ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$65,864ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$56,111ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$24,016ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$259,675TotalExcessDistributionCyovAmt
Qualifying Distributions$54,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$39,553AppliedToCurrentYearAmt
Remaining Distri From Corpus$14,447RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$274,122TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$113,684ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$160,438ExcessDistriCyovToNextYrAmt
Excess From Year4$65,864ExcessFromYear4Amt
Excess From Year3$56,111ExcessFromYear3Amt
Excess From Year2$24,016ExcessFromYear2Amt
Excess From Current Year$14,447ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBRIAN RAFFERTYContributingManagerNm
Contributing ManagerHELEN RAFFERTYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
PROJECT REBIRTH
522 PROSPECT AVENUEMAMARONECKNY10543NONEPCGENERAL SUPPORT$5,000
HEART 911
614 FRELINGHUYSEN AVENUENEWARKNJ07114NONEPCGENERAL SUPPORT$34,000
GEORGETOWN UNIVERSITY
3700 O ST NWWASHINGTONDC20057PFGENERAL SUPPORT$5,000
HERE WE GO ATLANTA LLC
C/O TAYLOR ENGLISHDUMA LLP 1600ATLANTAGA30339PCTHEATRICAL PRODUCTION COMPANY PRODUCING IMMERSIVE THEATER EXP TO EDUCATE ATTENDES ON THE INTER-GENERATION DIFFERENCES IN GRIEVING IN AFRICAN AMERICAN FAMILIES. GRANT WAS TO ASSIST ESTABLISHING THE COMPANY.$5,000PARKWOOD CIRCLE SUITE 200
PEPPER'S-A SAFE PLACE
PCPURCHASE MEDIA CENTER TO HOST NIGHTS AND OTHER EVENTS FOR PEOPLE WITH MENTAL HEALTH CHALLENGES WHO USE THE CENTER$5,0002A HIGH STREETOAKHAMRUTLANDUK
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$54,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$141ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,482ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$59,289ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$78,912ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$78,912TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$814,920EOYBookValueAmt
EOYFMV$852,956EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescWASH SALEDesc
Amt$31,036Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEE$125$125$0
BANK CHARGE$150$150$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTO CORRECT INVEST COSTDesc
Amt$48,306Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$6,880Amt
Net Investment Income$6,880NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$3,606Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.